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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$331M
3
Franklin Resources
3
Franklin Resources
California
$343M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.24B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$162M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.85B
2
BlackRock
2
BlackRock
New York
$3.24B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$12.8B
4
Ameriprise
4
Ameriprise
Minnesota
$413M
5
Man Group
5
Man Group
United Kingdom
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$255M +$36.4K +1,067 +0%
Fidelity International
27
Fidelity International
Bermuda
$235M +$4.36M +128,251 +2%
LSV Asset Management
28
LSV Asset Management
Illinois
$218M -$8.1M -238,095 -4%
Capital World Investors
29
Capital World Investors
California
$214M +$190K +5,584 +0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$197M +$63.8M +1,876,586 +48%
Charles Schwab
31
Charles Schwab
California
$197M -$11.3M -332,369 -5%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$193M +$18M +529,268 +10%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$177M -$3.89M -114,312 -2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$174M -$40.8M -1,200,014 -19%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$162M +$116M +3,399,001 +250%
Barclays
36
Barclays
United Kingdom
$159M +$49.1M +1,443,895 +45%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$157M +$99.1M +2,915,515 +171%
EC
38
Eminence Capital
New York
$156M +$98.2M +2,887,037 +170%
Prudential Financial
39
Prudential Financial
New Jersey
$156M -$35.9M -1,055,040 -19%
PPA
40
Parametric Portfolio Associates
Washington
$150M -$549K -16,149 -0.4%
Citadel Advisors
41
Citadel Advisors
Florida
$146M +$109M +3,217,387 +296%
UBS AM
42
UBS AM
Illinois
$144M +$9M +264,804 +7%
MWA
43
Marshall Wace Asia
Hong Kong
$141M +$85.9M +2,527,507 +156%
WRF
44
Waddell & Reed Financial
Kansas
$136M +$70.4M +2,069,446 +107%
AllianceBernstein
45
AllianceBernstein
Tennessee
$134M -$7.77M -228,644 -5%
EVM
46
Eaton Vance Management
Massachusetts
$134M +$6.67M +196,258 +5%
Allianz Asset Management
47
Allianz Asset Management
Germany
$131M +$8.73M +256,817 +7%
AL
48
AJO LP
Pennsylvania
$127M +$70.9M +2,085,230 +127%
CS
49
Credit Suisse
Switzerland
$126M +$28.9M +849,512 +30%
Principal Financial Group
50
Principal Financial Group
Iowa
$122M +$62.3M +1,831,911 +104%
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